Purchases and Sales Made in Q4 2023 in Hamilton Lane Inc (HLNE)
This table provides information about the institutional ownership of Hamilton Lane Inc (HLNE) during Q4 2023. The information is specifically focused on institutions that hold shares of Hamilton Lane INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
156New |
$12.5K - $18K
|
156
$22.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
152+ 4.18% |
$12.1K - $17.6K
|
3.79K
$556K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
141+ 327.91% |
$11.3K - $16.3K
|
184
$27.1K
|
|
|
Feb 07, 2025
Q4 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
120+ 0.77% |
$9.58K - $13.9K
|
15.8K
$2.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
120+ 0.77% |
$9.58K - $13.9K
|
15.8K
$2.32M
|
|
|
Feb 08, 2024
Q4 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
110New |
$8.78K - $12.7K
|
110
$16.2K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
109New |
$8.7K - $12.6K
|
109
$16K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
86+ 0.02% |
$6.87K - $9.95K
|
474K
$69.6M
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
58New |
$4.63K - $6.71K
|
58
$8.53K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
50+ 9.75% |
$3.99K - $5.79K
|
563
$82.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
34+ 11.89% |
$2.71K - $3.93K
|
320
$47K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
32+ 86.49% |
$2.55K - $3.7K
|
69
$10.1K
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
29New |
$2.32K - $3.36K
|
29
$4.26K
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
28New |
$2.24K - $3.24K
|
28
$4.12K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
21New |
$1.68K - $2.43K
|
21
$3.09K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
19+ 100.0% |
$1.52K - $2.2K
|
38
$5.59K
|
|
|
Feb 13, 2024
Q4 2023
|
Globeflex Capital L P
San Diego, CA |
BUY
|
- |
10New |
$798 - $1.16K
|
10
$1.47K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
9New |
$718 - $1.04K
|
9
$1.32K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
9+ 2.4% |
$718 - $1.04K
|
384
$56.5K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
8+ 44.44% |
$639 - $926
|
26
$3.82K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
6New |
$479 - $694
|
6
$882
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
5New |
$399 - $579
|
5
$735
|
|
|
Aug 22, 2024
Q4 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
4+ 0.01% |
$319 - $463
|
36K
$5.29M
|
|
|
Feb 08, 2024
Q4 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
4+ 0.01% |
$319 - $463
|
36K
$5.29M
|
|
|
Feb 08, 2024
Q4 2023
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1Closed |
$79.8 - $116
|
0
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2- 12.5% |
$160 - $231
|
14
$2.06K
|
|
|
Feb 14, 2024
Q4 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-4- 0.11% |
$319 - $463
|
3.66K
$538K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-6- 27.27% |
$479 - $694
|
16
$2.35K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-11- 84.62% |
$878 - $1.27K
|
2
$294
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-19- 4.18% |
$1.52K - $2.2K
|
436
$64.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-21- 9.5% |
$1.68K - $2.43K
|
200
$29.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-34- 2.56% |
$2.71K - $3.93K
|
1.29K
$190K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-48- 11.01% |
$3.83K - $5.55K
|
388
$57K
|
|
|
Feb 13, 2024
Q4 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-74- 0.41% |
$5.91K - $8.56K
|
18.2K
$2.67M
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-80- 84.21% |
$6.39K - $9.26K
|
15
$2.21K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-81- 3.22% |
$6.47K - $9.37K
|
2.44K
$358K
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-87- 2.57% |
$6.95K - $10.1K
|
3.3K
$486K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-99- 2.44% |
$7.9K - $11.5K
|
3.95K
$581K
|
|
|
Feb 13, 2024
Q4 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-110- 0.3% |
$8.78K - $12.7K
|
37K
$5.43M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-193- 4.23% |
$15.4K - $22.3K
|
4.37K
$642K
|
|
|
Feb 05, 2024
Q4 2023
|
Victory Capital Management Inc
|
SELL
|
- |
-281- 3.19% |
$22.4K - $32.5K
|
8.54K
$1.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-290- 4.92% |
$23.2K - $33.6K
|
5.6K
$823K
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-327- 23.85% |
$26.1K - $37.8K
|
1.04K
$153K
|
|
|
Nov 26, 2024
Q4 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
-336- 4.62% |
$26.8K - $38.9K
|
6.94K
$1.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-349- 6.58% |
$27.9K - $40.4K
|
4.96K
$728K
|
|
|
Feb 06, 2024
Q4 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-358- 7.57% |
$28.6K - $41.4K
|
4.37K
$642K
|
|
|
Feb 06, 2024
Q4 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-433- 4.04% |
$34.6K - $50.1K
|
10.3K
$1.51M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-442- 15.52% |
$35.3K - $51.1K
|
2.41K
$354K
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-451- 4.6% |
$36K - $52.2K
|
9.34K
$1.37M
|